Trainee Protection Adviser: Launch Your Financial Services Career

Foxtons Estate Agents; Greater London; Hybrid; GBP 20,000 - 26,000; Full time

Benefits offered by this job

Training programme

Career progression

Coaching and qualifications support

Competitive base pay + incentives

Pension and wellbeing support

Job summary

Alexander Hall is recruiting a Trainee Insurance Adviser to guide existing mortgage clients through protection options and set appointments for personalised advice. You will learn under Protection Advisers and progress toward a fully qualified Protection Adviser.

The role emphasises client communication, CRM accuracy, and collaboration with advisers, with a clear training path and progression opportunities in a market-leading mortgage and protection business.

Qualifications

• Strong communication and interpersonal skills.
• Self-motivated, proactive and target-driven.
• Excellent organisational skills with strong attention to detail.
• Ability to build rapport quickly with clients.

Responsibilities

• Contact existing mortgage clients to discuss the importance of financial protection.
• Build strong client relationships and communicate benefits of reviewing protection arrangements.
• Qualify client needs and arrange appointments with Protection Advisers.
• Accurately maintain client records and update internal CRM systems.
• Work with advisers to ensure a seamless client experience and handover.

Skills

Communication

Interpersonal skills

Self-motivation

Attention to detail

Rapport building

Willingness to learn

Customer service focus

Job description

Alexander Hall is recruiting a Trainee Insurance Adviser to guide existing mortgage clients through protection options and set appointments for personalised advice. You will learn under Protection Advisers and progress toward a fully qualified Protection Adviser.

The role emphasises client communication, CRM accuracy, and collaboration with advisers, with a clear training path and progression opportunities in a market-leading mortgage and protection business.